NEWS & INSIGHTS
Replay – The UHNW Masterclass: Power Dynamics
Replay – The UHNW Masterclass: Power Dynamics On Wednesday, June 28, The UHNW Institute Masterclass series held its latest session, covering the essential topic of Power Dynamics. Using examples
Tom McCullough in The Journal of Wealth Management: The Rise of the Integrated Advisor
Tom McCullough in The Journal of Wealth Management: The Rise of the Integrated Advisor Over the past several decades, ultra-high-net-worth families have begun to feel
Welcome to The Institute: Michael Pompian from Sunpointe Investments
Welcome to The Institute: Michael Pompian from Sunpointe Investments Please join us in welcoming the newest faculty member at The UHNW Institute. Michael Pompian, founder
The UHNW Institute’s July Theme: Estate Planning, Governance & Decision-Making
The UHNW Institute’s July Theme: Estate Planning, Governance & Decision-Making Each month, The UHNW Institute identifies a specific industry theme to emphasize. Now, with Summer
The UHNW Institute Masterclass: Power Dynamics
The UHNW Institute Masterclass: Power Dynamics Wednesday, June 28 from 5 – 6:30 p.m. ET As part of The UHNW Institute Masterclass series, the Institute is
Resources to Help You Understand the LGBTQ+ Landscape
Resources to Help You Understand the LGBTQ+ Landscape The UHNW Institute is a non-profit, non-partisan, 501(c)(3) educational organization. As part of its commitment and values,
Welcome to The Institute: Three New Faculty Members
Welcome to The Institute: Three New Faculty Members Please join us in welcoming three new faculty members to The UHNW Institute: Bryan Kirk, Michael Sluder
Virtual Roundtable Discussion – Guiding from the Grave: Using Letters of Wishes to Communicate Client Intent
Virtual Roundtable Discussion – Guiding from the Grave: Using Letters of Wishes to Communicate Client Intent Thursday, July 20, 2023, from 4– 5:30 p.m. ET
The UHNW Institute’s June Theme: The Evolving Client
The UHNW Institute’s June Theme: The Evolving Client Each month, The UHNW Institute identifies a specific industry theme to emphasize. Much of the content and
Roundtable Replay: Handling Dementia and Incapacity in Wealth Advising
Roundtable Replay: Handling Dementia and Incapacity in Wealth Advising As advances in healthcare have extended the average lifespan, the window for developing dementia has unfortunately